vtiger CRM - Sales

Sales Automation in vtiger CRM

Sales

Sales is the Heart of each company. The use of vtiger CRM helps to accelerate the sales cycle in an organized and controlled manner.

vtiger CRM supports the sales process and offers a variety of functions. This includes the classic Lead Management.

In the Detail view, leads can be converted into a person / organization. An important function for many salespeople is the management of sales potential (Opportunity Management).

The sales representative can manage this priorities based on the sales potential status, and direct his focus on those projects showing the highest propability for success.

All the potentials and opportunities in vtiger CRM can be shown as a tabulated list. A sorting function allows to systematically structure them, create new records and link them directly to existing or newly created organizations. Alternatively, opportunities may also be exported and imported directly as a csv-file.

In vtiger CRM you can separate the Leadmanagement from the Customer Management (Contact Management).

Search Options

Data sets can be searched for comfortably and found very easily, using the general and advance search functions with their related filter options and alphabetical listing.

Calendar and Memo Functions

Another important feature of vtiger CRM is the Activity Management functionality.

Activities can be generated directly from the detail view of organizations, individuals or leads. If necessary, repeat activity and reminder functions can be specified and vTiger can automatically send a reminder e-mail to the appropriate user.

Information on status, responsibility, priority, user, and due-date can also be set.

Subject to user settings and access rules, you can view, edit or create appointments and activities for other users.

The calendar and memo functions are also fundamental components of vtiger CRM.